<p>在华尔街，定义 “便宜” 可能会很困难。然而，在本文的背景下，它指的是股价低于 50 美元的股票。</p>
<p>让我们来看两只符合这一标准的科技股，以及投资者为何可能会强烈考虑将其中一只或两只纳入他们的投资组合。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk1ODgvcGx0ci1wYWxhbnRpci1zdG9jay1tYXJrZXQtaW52ZXN0bWVudC5qcGcmdz03MDA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk1ODgvcGx0ci1wYWxhbnRpci1zdG9jay1tYXJrZXQtaW52ZXN0bWVudC5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>SoundHound AI</h2>
<p>我名单上的第一位是 <strong>SoundHound AI</strong>（SOUN 15.38%）。由于其股价（截至目前约为 21 美元），它被认为是一只便宜的股票。从估值的角度来看，其市销率（P/S）超过 75，使其相当昂贵。</p>
<p>然而，像许多超高速增长的科技股一样，投资者愿意为 SoundHound 的股票支付高价是有原因的，那就是持续的人工智能热潮。</p>
<p>企业界正在对人工智能（AI）技术进行巨额投资。包括 <strong>微软</strong>、<strong>亚马逊</strong> 和 <strong>Meta Platforms</strong> 在内的公司正在花费数十亿美元来建立或扩展 AI 数据中心，但不仅仅是大型科技公司对 AI 感到兴奋。</p>
<p>消费品牌、金融公司和医疗服务提供商都意识到，他们需要制定 AI 战略，以免在竞争中落后。而这正是 SoundHound AI 的用武之地。</p>
<p>该公司的语音 AI 系统对寻求部署面向客户的 AI 的企业至关重要。SoundHound 帮助品牌开发餐厅点餐、车载导航和其他用途的系统。它已经与 <strong>梅赛德斯 - 奔驰</strong>、<strong>Netflix</strong> 和 <strong>万事达卡</strong> 等标志性品牌建立了合作关系。</p>
<p>该公司仍处于生命周期的早期阶段，在过去 12 个月中仅产生了 6700 万美元的收入，且没有利润。但它正在快速增长，最近一个季度的收入增长了 89%（截至 9 月 30 日的三个月）。</p>
<p>对成长型投资者来说，关注 SoundHound 可能是对未来最佳 AI 应用公司之一的投资机会。</p>
<h2>IonQ</h2>
<p>截至目前，<strong>IonQ</strong>（IONQ 17.64%）的股价约为 39 美元，这在我看来符合便宜的标准——至少在股价方面。从估值的角度来看，很明显该公司并不便宜，过去 12 个月的收入不到 4000 万美元，且没有利润。</p>
<p>然而，我认为这家公司之所以引人注目，是因为它在迷人的量子计算领域处于领先地位。与构成从智能手机到 AI 超级计算机基础的传统二进制计算机不同，量子计算机在更复杂的硬件逻辑系统上运行。</p>
<p>这就像蒸汽机和火箭之间的区别：它们都是运输机制，但它们的应用规模截然不同。</p>
<p>简而言之，量子计算机将比今天最好的超级计算机强大得多——一旦科学家们能够解决所有技术难题。这正是 IonQ 以及像 <strong>Alphabet</strong> 这样的竞争对手正在努力做的：设计量子计算机，以便能够扩展并用于解决极其复杂的问题。</p>
<p>但目前，技术挑战依然存在，这意味着这是一项有前景但尚未证明的投资。更重要的是，该公司自由现金流为负，这意味着它必须通过手头现金、债务或二次股权发行来资助其运营。</p>
<p>因此，虽然 IonQ 并不适合所有投资者，但对于那些寻求在量子计算领域进行纯粹投资的人来说，它是一个引人注目的选择。</p>

IONQ

SOUN

<p>本文强调了两只被认为对投资者 “便宜” 的科技股票：SoundHound AI 和 IonQ。尽管 SoundHound AI 的市销率较高，但在人工智能市场中定位良好，与主要品牌合作，并显示出显著的收入增长。IonQ 作为量子计算的领导者，其股票价格也被认为便宜，但在收入和盈利能力方面面临挑战。这两只股票都推荐给那些希望利用新兴技术实现增长的投资者</p>

<p>It can be difficult to define &#34;cheap,&#34; particularly on Wall Street. However, in the context of this article, it means a stock with a price below $50.</p>
<div class="lb-trans"><p>在华尔街，定义 “便宜” 可能会很困难。然而，在本文的背景下，它指的是股价低于 50 美元的股票。</p>
</div><p>Let's look at two tech stocks that meet this criterion, and why investors might want to strongly consider one or both for their portfolios.</p>
<div class="lb-trans"><p>让我们来看两只符合这一标准的科技股，以及投资者为何可能会强烈考虑将其中一只或两只纳入他们的投资组合。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy83OTk1ODgvcGx0ci1wYWxhbnRpci1zdG9jay1tYXJrZXQtaW52ZXN0bWVudC5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F799588%2Fpltr-palantir-stock-market-investment.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>SoundHound AI</h2>
<div class="lb-trans"><h2>SoundHound AI</h2>
</div><p>Topping my list is <strong>SoundHound</strong> <strong>AI</strong>(SOUN 15.38%). It qualifies as a cheap stock thanks to its share price (about $21 as of this writing). On a valuation basis, its price-to-sales ratio (P/S) of more than 75 makes it quite expensive.</p>
<div class="lb-trans"><p>我名单上的第一位是 <strong>SoundHound AI</strong>（SOUN 15.38%）。由于其股价（截至目前约为 21 美元），它被认为是一只便宜的股票。从估值的角度来看，其市销率（P/S）超过 75，使其相当昂贵。</p>
</div><p>However, like many hypergrowth tech stocks, there's a reason investors have paid up for SoundHound shares, and it's the ongoing AI boom.</p>
<div class="lb-trans"><p>然而，像许多超高速增长的科技股一样，投资者愿意为 SoundHound 的股票支付高价是有原因的，那就是持续的人工智能热潮。</p>
</div><p>The corporate world is making enormous investments in artificial intelligence (AI) technology. Companies including <strong>Microsoft</strong>, <strong>Amazon</strong>, and <strong>Meta</strong> <strong>Platforms</strong> are spending billions to build or expand AI data centers, but it's not just the big tech players that are over the moon for AI.</p>
<div class="lb-trans"><p>企业界正在对人工智能（AI）技术进行巨额投资。包括 <strong>微软</strong>、<strong>亚马逊</strong> 和 <strong>Meta Platforms</strong> 在内的公司正在花费数十亿美元来建立或扩展 AI 数据中心，但不仅仅是大型科技公司对 AI 感到兴奋。</p>
</div><p>Consumer brands, financial companies, and healthcare providers are all recognizing that they need to develop an AI strategy, lest they fall behind their competitors. And that's where SoundHound AI comes in.</p>
<div class="lb-trans"><p>消费品牌、金融公司和医疗服务提供商都意识到，他们需要制定 AI 战略，以免在竞争中落后。而这正是 SoundHound AI 的用武之地。</p>
</div><p>The company's voice AI systems are crucial to businesses seeking to deploy customer-facing AI. SoundHound helps brands develop systems for ordering at a restaurant, in-car navigation, and other purposes. It has already partnered with iconic brands like <strong>Mercedes-Benz</strong>, <strong>Netflix</strong>, and <strong>Mastercard</strong>.</p>
<div class="lb-trans"><p>该公司的语音 AI 系统对寻求部署面向客户的 AI 的企业至关重要。SoundHound 帮助品牌开发餐厅点餐、车载导航和其他用途的系统。它已经与 <strong>梅赛德斯 - 奔驰</strong>、<strong>Netflix</strong> 和 <strong>万事达卡</strong> 等标志性品牌建立了合作关系。</p>
</div><p>The company is very early in its lifecycle and has generated only $67 million in revenue over the last 12 months, with no profits. But it is growing quickly, with revenue having increased 89% in its most recent quarter (the three months ending on Sept. 30).</p>
<div class="lb-trans"><p>该公司仍处于生命周期的早期阶段，在过去 12 个月中仅产生了 6700 万美元的收入，且没有利润。但它正在快速增长，最近一个季度的收入增长了 89%（截至 9 月 30 日的三个月）。</p>
</div><p>Growth-focused investors who are interested in what could be one of the best AI application companies around should keep an eye on SoundHound.</p>
<div class="lb-trans"><p>对成长型投资者来说，关注 SoundHound 可能是对未来最佳 AI 应用公司之一的投资机会。</p>
</div><h2>IonQ</h2>
<div class="lb-trans"><h2>IonQ</h2>
</div><p>As of this writing, the stock price of <strong>IonQ</strong>(IONQ 17.64%) is around $39, which qualifies it as cheap in my book -- at least when it comes to its share price. On a valuation basis, it's clear the company isn't that cheap, with less than $40 million in revenue over the last 12 months and no profits.</p>
<div class="lb-trans"><p>截至目前，<strong>IonQ</strong>（IONQ 17.64%）的股价约为 39 美元，这在我看来符合便宜的标准——至少在股价方面。从估值的角度来看，很明显该公司并不便宜，过去 12 个月的收入不到 4000 万美元，且没有利润。</p>
</div><p>Yet the reason this company is so compelling to me is that it is a leader in the fascinating field of quantum computing. Unlike traditional binary computers that form the foundation of everything from smartphones to AI supercomputers, quantum computers operate on a more complex system of hardware logic.</p>
<div class="lb-trans"><p>然而，我认为这家公司之所以引人注目，是因为它在迷人的量子计算领域处于领先地位。与构成从智能手机到 AI 超级计算机基础的传统二进制计算机不同，量子计算机在更复杂的硬件逻辑系统上运行。</p>
</div><p>It's like the difference between a steam engine and a rocket: They're both mechanisms for transportation, but the scale of their applications couldn't be more different.</p>
<div class="lb-trans"><p>这就像蒸汽机和火箭之间的区别：它们都是运输机制，但它们的应用规模截然不同。</p>
</div><p>In a nutshell, quantum computers will be vastly more powerful than today's best supercomputers -- once scientists can work out all the kinks. That's precisely what IonQ, along with competitors like <strong>Alphabet</strong>, are trying to do: design quantum computers so that they can be scaled up and used to solve incredibly complex problems.</p>
<div class="lb-trans"><p>简而言之，量子计算机将比今天最好的超级计算机强大得多——一旦科学家们能够解决所有技术难题。这正是 IonQ 以及像 <strong>Alphabet</strong> 这样的竞争对手正在努力做的：设计量子计算机，以便能够扩展并用于解决极其复杂的问题。</p>
</div><p>But for the moment, technical challenges remain, meaning that this is a promising -- but not proven -- investment. More to the point, the company is free cash flow negative, meaning it must fund its operations through cash on hand, debt, or secondary equity offerings.</p>
<div class="lb-trans"><p>但目前，技术挑战依然存在，这意味着这是一项有前景但尚未证明的投资。更重要的是，该公司自由现金流为负，这意味着它必须通过手头现金、债务或二次股权发行来资助其运营。</p>
</div><p>So, while IonQ is not for every investor, it is a compelling choice for those who are looking for a pure play in the quantum computing sector.</p>
<div class="lb-trans"><p>因此，虽然 IonQ 并不适合所有投资者，但对于那些寻求在量子计算领域进行纯粹投资的人来说，它是一个引人注目的选择。</p>
</div>

目前值得买入的两只便宜科技股